Tax Deferred Annuity Plan Of Mental Health Providers Of Western Queens, Inc. — Form 5500 plan (Mental Health Providers Of)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tax Deferred Annuity Plan Of Mental Health Providers Of Western Queens, Inc. is a benefit plan reported by Mental Health Providers Of under EIN 11-2700062 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $1,276,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mental Health Providers Of
EIN
11-2700062
Plan number
002
Plan type
2
Location
Woodside, NY
Latest filing year
2023
Participants
131
End-of-year plan assets
$1,276,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241010130751NAL0020116449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,276,902
Total liabilities (EOY)
$0
Net assets (EOY)
$1,276,902
Net assets (BOY)
$1,010,348

Income & contributions

Employer contributions
$0
Participant contributions
$152,714
Total contributions
$152,714
Total income / additions
$314,174

Expenses & distributions

Benefits paid
$47,258
Administrative expenses
$362
Total expenses
$47,620
Net increase / (decrease)
$266,554

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$362$02023

Related Form 5500 pages